Interact to see
Advertisement
Advertisement
JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets415.59M
American Funds American Balanced R3
Price$38.43
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JDVCX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDVCX vs. RLBCX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 264B vs. JDVCX (416M). JDVCX pays higher dividends than RLBCX: JDVCX (2.13) vs RLBCX (1.46). JDVCX was incepted earlier than RLBCX: JDVCX (23 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 83.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX annual gain was more profitable for investors over the last year : 8.46 vs. JDVCX (6.85). RLBCX return over 5 years is better than : 36.24 vs. JDVCX (-1.19).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.737 | 13.420 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 264B | 0% |
| Annual Yield % from dividends | 2.13 | 1.46 | 145% |
| Returns for 1 year | 6.85 | 8.46 | 81% |
| Returns for 3 years | 27.70 | 39.37 | 70% |
| Returns for 5 years | -1.19 | 36.24 | -3% |
| Returns for 10 years | 13.55 | 67.41 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers